Monetta Financial Services | Mutual Fund Investments Financial Literacy

Time 2020-09-09 06:02:57

Web Name: Monetta Financial Services | Mutual Fund Investments Financial Literacy

WebSite: http://www.monetta.com

ID:40536

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Services,Financial,Monetta,

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Mutual Fund Observer Click here for the article and to learn about how we approach investing February 2020 "Biggest Bang for your Buck" Monetta Financial Services HomeMonetta2020-08-07T09:43:38-05:00 We make it simple for everyone to invest easily and sensibly.All too often, people over-complicate the investment process. Our goal is to break down investment myths and concepts to help individuals make sound long-term investment decisions. Your financial future starts here.Low MinimumsInvesting doesn’t have to feel out of reach for you financially. At Monetta, you can start with as little as $100 with an automatic investment plan of $25 or more per month.LEARN MOREBuilt-In DiversificationThe Monetta Core Growth Fund consists of a highly diversified “passive” component together with an actively managed component that consists largely of companies that are household names. The Monetta Fund is a classic “stock-picking” fund focused on large-cap growth companies.LEARN MORECommitment to EducationThe earlier you start an investment portfolio, the longer your money can work for you. It’s time in the market, not timing the market, that matters. We provide ideas and resources for people of all ages to get started and keep making progress.LEARN MORE What are your savings goals?Learn how the Monetta Core Growth Fund combines active and passive components and why it may be a fit for you.First-time investorsLow minimum investmentDiversified investment choicesEasy application processSaving for collegeLow minimum investmentAutomatic investment planTuition rewards programSaving for retirementCore investment holdingTax-deferred options (IRA)Automatic investing/ withdrawal optionsLegacy investingLow minimum investmentInteractive educational programA gift that could last a lifetimeThis quarter our Featured Article is “Fear is timeless—but so is hope. Lessons from “It’s a Wonderful Life” for investors during Coronavirus panic.” Learn how a 75 year old classic movie can teach us valuable lessons in these uncertain times.This quarter’s Successful Entrepreneur feature is Las Vegas tycoon, Sheldon Adelson. Learn how he went from sleeping on the floor as a kid to being worth $38.1 billion!This quarter’s Investment Lesson teaches us why “It’s time in the market that matters, not timing the market.And don’t forget the Laugh Studio and this quarter’s puzzle for young investors! Spot the differences between the two pictures and/or submit a joke of your own, and you could win a $10 Target Gift card!Click here to view the PDF version of Monetta MoneyTalk Family Edition. PerformanceFundNAV$ ChangeMONTX25.14-0.30MYIFX25.42-0.25as of 9/4/2020 | View Performance DownloadComplete this form for instant download of our guide, Three Big Reasons People Fail at Investing and How to Teach Your Kids to Avoid Them. SubscribeComplete this form to subscribe to receive our Monetta MoneyTalk Family Edition newsletter electronically each quarter.Opinions expressed are subject to change at any time, are not guaranteed, and should not be considered investment advice.Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-800-241-9772.Click here for the Monetta Fund HoldingsClick here for the Monetta Core Growth Fund HoldingsFund holdings are subject to change and are not recommendations to buy or sell any security.Tuition Rewards are remitted solely as a reduction from the college’s full tuition bill and are not awarded in cash. Certain restrictions may apply. The Tuition Rewards program is offered and administered by SAGE Scholars, Inc., a private for-profit corporation. Monetta Financial Services, Inc., (MFSI) through a partnership with SAGE Scholars offers a college tuition reduction program that may be used at over 375 participating colleges nationwide. All costs for the College Savings Program, including participation in the Tuition Rewards Program, are paid by MFSI. For program details and restrictions please visit www.tuitionrewards.com.Tuition Reward registration bonus points are issued one time only. If the investor and/or student already has a Tuition Rewards account through Monetta or another SAGE financial partner, he or she is not eligible for additional registration points.For custodial accounts, MFSI has a “college savings program” where the Monetta Shareholders automatically receive an investment kit, a quarterly newsletter, various educational materials and in addition, if enrolled, will receive Tuition Rewards.All costs for the College Savings Program including participation in the Tuition Rewards Program are paid by MFSI.The Fund’s website contains links to third-party websites. The Fund and the advisor are not affiliated with, sponsored by, or endorsed by any 3rd party website. Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on 3rd party websites.Monetta Financial Services, Inc. | 1776-A S. Naperville Road, Suite 100, Wheaton, IL 60189 | Phone: 630-462-9800 | Email: info@monetta.com Please read the Prospectus carefully before you invest. It contains more complete information about the Monetta Funds, including risks specific to each fund, fees and expenses. A free, hard-copy of the prospectus can be obtained by calling 1-800-241-9772.Mutual fund investing involves risk. Principal loss is possible. The Funds may make short-term investments, without limitation, for defensive purposes, which investments may provide lower returns than other types of investments. The portion of the Monetta Core Growth Fund that invests in underlying ETF’s that track the Index will be subject to certain risks which are unique to tracking the Index. By investing in ETF’s, you will indirectly bear your share of any fees and expenses charged by the underlying funds, in addition to indirectly bearing the principal risks of the funds. Growth-oriented funds may under-perform when growth stocks are out of favor. Please refer to the prospectus for further details. While the funds are no-load, management and other expenses still apply.Diversification does not assure a profit nor protect against loss in a declining market. Periodic investment plans do not assure a profit and do not protect against a loss in declining markets.Monetta Financial Services, Inc. is the adviser to the Monetta Funds. The Monetta Funds are distributed by Quasar Distributors, LLC.Copyright © 2020 Monetta Financial Services - A Registered Investment Advisor since 1984 - All Rights Reserved

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Monetta Financial Services manages two no-load mutual funds: the Monetta Fund and the Monetta Core Growth Fund. We also offer financial literacy reosources.

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